BHB

Bank Hapoalim BM Portfolio holdings

AUM $733M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$48.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.48M
3
+$3.28M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$2.99M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.84M

Top Sells

1
+$5.68M
2
+$2.45M
3
+$1.99M
4
CRM icon
Salesforce
CRM
+$1.83M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.25M

Sector Composition

1 Technology 14.9%
2 Financials 5.8%
3 Communication Services 4.82%
4 Consumer Discretionary 4.49%
5 Healthcare 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45M 9.87%
139,677
-1,244
2
$25.8M 5.66%
87,191
+221
3
$20.4M 4.47%
462,000
+36,600
4
$20.3M 4.45%
236,603
-11,803
5
$19.9M 4.37%
179,230
-2,572
6
$15.1M 3.3%
137,972
+5,089
7
$13.6M 2.99%
122,568
+37,795
8
$12.9M 2.83%
192,840
-4,580
9
$12.7M 2.78%
67,367
+1,159
10
$12.1M 2.66%
57,213
-847
11
$11.1M 2.44%
68,234
-11,269
12
$10.5M 2.3%
105,910
13
$9.43M 2.07%
92,605
+7,554
14
$9.35M 2.05%
102,018
-3,434
15
$9.04M 1.98%
57,304
-1,857
16
$9M 1.98%
27,850
17
$8.49M 1.86%
214,410
-3,903
18
$7.34M 1.61%
34,541
-97
19
$7.25M 1.59%
76,209
+34,441
20
$6.95M 1.53%
115,990
+40,000
21
$6.85M 1.5%
58,474
-1,470
22
$6.37M 1.4%
105,559
-13,338
23
$6.06M 1.33%
103,914
+3,476
24
$5.94M 1.3%
123,849
-7,011
25
$4.39M 0.96%
78,566
+11,451
1
2 3 4 5